HM Payson & Co’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $573K | Sell |
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|
2025
Q1 | $569K | Sell |
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|
2024
Q4 | $552K | Hold |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $264K | Hold |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $373K | Sell |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $415K | Sell |
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|
2018
Q1 | $474K | Sell |
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|
2017
Q4 | $485K | Buy |
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|
2017
Q3 | $447K | Hold |
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|
2017
Q2 | $426K | Hold |
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|
2017
Q1 | $410K | Buy |
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|
2016
Q4 | $385K | Hold |
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|
2016
Q3 | $319K | Buy |
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|
2016
Q2 | $285K | Hold |
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|
2016
Q1 | $281K | Hold |
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|
2015
Q4 | $297K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $304K | Hold |
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|
2015
Q1 | $301K | Hold |
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|
2014
Q4 | $308K | Sell |
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|
2014
Q3 | $347K | Hold |
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|
2014
Q2 | $340K | Hold |
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|
2014
Q1 | $334K | Sell |
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|
2013
Q4 | $331K | Hold |
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|
2013
Q3 | $301K | Hold |
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|
2013
Q2 | $294K | Buy |
|